Effects of Backpack Load and Trekking Poles on Energy Expenditure During Field Track Walking.

This study evaluates the effects of the use of backpack load and trekking poles on field track walking energy expenditure. Twenty male volunteer pole walkers (age: 22.70±2.89 years; body mass: 77.90±11.19 kg; height: 1.77±0.06 m; percentage of body fat: 14.6±6.0%) walked at a self-selected pace on a pedestrian field track over a period of more than six months. Each subject was examined at random based on four walking conditions: non-poles and non-load, with poles and non-load, non-poles and with load, with poles and with load. Heart rate, oxygen uptake and energy expenditure were continuously recorded by a portable telemetric system. Non-load walking speed was lower during walking with poles when compared with no poles ( p ≤0.05). Oxygen uptake, energy expenditure and heart rate varied significantly across different conditions. Our results suggest that the use of trekking poles does not influence energy expenditure when walking without an additional load, but it can have an effect during backpack load walking. Moreover, our results indicate that the use of trekking poles may not be helpful to lower the exertion perceived by the subjects when walking with an additional load.

Introduction

The use of trekking poles is relatively recent among those who pursue competitive walking and mountain walking, but during the last decade poles are used more and more for walking on field tracks 6 10 16 . Some of the benefits that have been cited in favor of the use of trekking poles are impact reduction 4 19 , walking instability reduction and fatigue reduction while walking with load carriage 21 28 32 . However, most of the studies performed until now 5 17 18 20 34 have analyzed walking under laboratory conditions and hence lack results that may help in understanding the effects of trekking pole use in load carriage while walking in field conditions.

The first recognized study on load carriage in field conditions 11 showed a great range of physiological responses. Metabolic and physiological responses during walking with load carriage include kinematic, energetic and muscle fatigue changes 13 . Studies done on the treadmill over short periods of time suggest that load carriage leads to an increase energy expenditure (EE) and that this increase is related to the extra carried weight, the carried load, the speed and/or to the grade 15 22 25 . Additionally, the type of the field track also influences the EE of walking with load carriage 15 . In contrast, some studies either in field conditions 14 or in the laboratory 25 26 suggest that the use of trekking poles with additional load does not lead to changes in EE, although it does reduce the rate of perceived exertion (RPE). Hence, the stabilization conveyed by the use of trekking poles seems to minimize the metabolic effect caused by their use.

Despite some controversy, several studies 6 16 26 15 29 31 34 show that the use of trekking poles increases heart rate (HR), oxygen uptake (VO 2 ) and EE. Pellegrini et al. 29 report higher total mechanical work in Nordic walking that was mainly due to the greater work required to move the upper limbs and poles. Nordic walking was 20% less efficient and was metabolically more demanding than walking, and the difference could be ascribed to isometric contraction and low efficiency of the upper limb muscles 30 . The study by Jacobson and Wright 26 reported that although pole use imposed no metabolic consequence, it did evoke a greater heart rate (113.5 vs. 107 bpm), and subjects backpacked more comfortably as indicated by their ratings of perceived exertion (10.8 vs. 11.6). The increased cardiovascular demand was likely to support the greater muscular activity in the upper extremities, as was observed in the triceps brachii. In contrast, some studies 32 34 report increments in the subject’s EE when using trekking poles during walking. Porcari et al. 31 and Saunders et al 32 suggest that the increase of HR, VO 2 and EE with the use of trekking poles is due to additional involvement of upper body muscle groups. It is possible that the use of trekking poles with an exaggerated arm swing may have induced the rise in EE rather than the use of poles.

Some have reported that the use of trekking poles enabled subjects to walk at a faster speed as well as with an increased stride length 10 19 35 . Others failed to show these biomechanical benefits of pole walking 14 18 19 . Jacobson et al. 25 indicated that pole use while walking on a treadmill at a positive slope did not cause significant increases in HR, VO 2 or EE. These results were partially confirmed by others, although the HR was significantly higher in the non-pole exercise condition 14 . However, studies done on a field track at a self-selected speed showed that the use of trekking poles during walking increased EE, VO 2 and HR 6 10 16 .

The use of trekking poles can increase the EE at a given walking speed without increasing RPE 10 25 32 . Moreover, some reported a reduction in RPE when walking with trekking poles 21 24 14 16 and with load carriage 10 25 31 . The use of trekking poles in walking with load carriage seems to cause a distribution of forces that ease stride and decrease discomfort due to the backpack load 3 6 25 26 .

Despite the idea that there is an increase in stability and balance caused by trekking poles when walking on treadmill 10 19 , there are few studies on the effects of their use under field conditions. To the best of our knowledge, the interaction between load carriage and use of poles in terrain walking at a self-selected pace is not evident in the literature. Thus, the present study aimed to investigate the effects of the use of trekking poles and/or load carriage in EE and RPE in novice/beginner pole walkers walking on field tracks.

Materials and Methods

Participants

Twenty Caucasian males (mean±SD: age 22.70±2.89 years; body mass 77.90±11.19 kg; height 1.77±0.06 m; estimated fat mass 14.59±5.99%; rest oxygen consumption 3.27±0.46 ml.kg −1 .min −1 ) with at least 6 months of previous practice volunteered for this cross-sectional study. The sample dimension analysis was performed using G*Power 3.1 software 14 . Under a framework assuming an estimation error of α=0.05, power=80%, ES=0.25, having 2 measures (loads) x 2 conditions of exercise, an n of 18 was necessary to reach a statistical power of 80.4%. Therefore, 20 subjects were assigned to each exercise.

Subjects filled out a health history questionnaire and signed a consent form. Subjects were instructed on the use of trekking poles and backpack load and all were apparently healthy and physically active. The present study meets the ethical standards of the International Journal of Sports Medicine 19 .

Experimental design

This was a cross-sectional study.

During the first session, measurements of body mass and height were taken using a stadiometer (SECA, Germany, Hamburg) and bio-impedance measurements were also taken (Omron BF300, Omron, Matsusaka Co. LTD., Japan).

On separate days, subjects started the four exercise conditions on a field track with a distance and height above sea level of 821 meters and 65 meters, respectively. The field track was a forest trail on firm ground and without obstacles. The tests were done during the morning at a temperature of 20 ºC to 22 ºC and a humidity of 50 to 60%. The trail segment was selected for grade variability lower than 1% over the entire distance of the segment. For that purpose, an altimetry survey was performed with a Sokkia 130 R (Sokkia, Casagiove, Italy).

The subjects performed the four exercise conditions (on different days separated by at least twenty-four hours) in a randomized order: walk without trekking poles or load (W); walk without trekking poles but with additional load (W L ); walk with trekking poles and no load (W P ); walk with trekking poles and additional load (W PL ). Walking speed was self-selected as suggested in the literature 32 . The self-selection of speed affords the subjects the most benefit from the use of trekking poles 14 25 .

Before and during the walking sessions, the wind speed was measured with a Skywatch Xplorer 3 anemometer (JDC Electronic, Yverddon-les-Bains, Switzerland). Exercise trials done at a wind speed below 15 km.h −1 were accepted because this is the speed up to which aerodynamic resistance is considered negligible 9 . Whenever the wind speed exceeded that value, the test was stopped and repeated twenty-four hours later.

The energy expenditure (EE) during the trials was calculated from the measurement of VO 2 using a K4 b 2 gas analyzer (Cosmed, Rome, Italy) and based on the fraction of oxygen and carbon dioxide in expired air (FEO 2 and FECO 2 ), 12 . The HR was continuously measured using a wireless HR monitor (Polar, Kempele, Finland) linked to K4 b 2 . The VO 2 was recorded every 20 s and then averaged per minute. The maximum difference allowed between two consecutive minutes to assure stabilization in VO 2 was 2.1 ml.kg −1 .min −1 . Gas exchange variables were averaged during the last 2 min of each trial after metabolic steady state achievement. The gas analyzer was calibrated before each test as instructed by the manufacturer (gas calibration, turbine calibration, delay calibration and room air calibration). At the end of each trial the subjects were asked to assess their perceived rate of exertion with the modified Borg’s scale (CR-10).

The gross cost of transport (CoT) was calculated by measuring total exercise oxygen uptake and by converting the energy equivalent into joules (1 L O2=21 KJ). The cost of transport was expressed relative to body mass and was divided by distance travelled.

Trekking poles weighing 510 g each (Makalu ultralite titanium, Leki, Buffalo, NY, USA) were individually fit for each subject with adjustable telescopic sections from 69 cm to 133 cm in height. The height of the trekking poles was adjusted individually, keeping the subject in the upright biped position, with the arm next to the body and the elbow at an angle of 90º 19 26 . The single instruction that the subjects received about using trekking poles was that each pole should be used in a position opposite to the counter-side lower limb 19 .

The load that was carried out corresponded to 25% of the body mass (19.42±2.84 kg). The selected load percentage is similar to the load that subjects usually carry when trekking for more than one day 8 . The chosen backpack, the Sherpa 60+10 L (Vango, Glasgow, Scotland) is equipped with an inside frame and adjustable shoulders and sternum straps, hip belt, and load lifters. These features are in agreement with what is suggested elsewhere 27 . The load was distributed in a similar way using the pockets of the backpack to avoid lack of balance and to keep the center of mass in a similar position to the natural load that is usually used in trekking (multi-day walks), that is, in the middle section of the backpack.

Statistics

Data are presented as means, standard deviations (SD), maximum, minimum, means difference (MD) and 95% confidence intervals of MD. Differences between exercise conditions were tested by ANOVA [2 (hiking poles) x 2 (load carriage)] followed by the post-hoc Bonferroni test. The sphericity assumption was verified by Mauchly’s test. Significance level was set at p ≤0.05. Data was processed with SPSS 14.0 (SPSS Science, Chicago, USA). Research data were made public on Figshare at https://figshare.com/s/55afa5cc918140866d6d .

Results

All subjects’ VO 2 attained a steady state within the first three minutes of exercise during the different exercise conditions ( Fig. 1 ). Table 1 presents a descriptive analysis of the variables that were assessed and Table 2 presents the comparisons that were evaluated.

Fig. 1

Oxygen uptake profile of a subject walking at the four exercise conditions: W=walking without trekking poles and without load; W P =walking with trekking poles but without load; W L =walking without trekking poles but with load; W PL= walking with trekking poles and with load.

Table 1 Means (x̄), standard deviations (SD), minimum (Min) and maximum (Max) values for oxygen uptake (VO 2 ), heart rate (HR), cost of transport (CoT), rate of perceived exertion (RPE) and walking speed (Speed) (n=20).

	Exercise condition
	W		W P		W L		W PL
	x̄+ SD	Min-Max	x̄+ SD	Min-Max	x̄+ SD	Min-Max	x̄+ SD	Min-Max
VO 2 (ml.kg −1 .min −1 )	15.34±2.20	11.17–17.49	16.26±2.50	11.71–19.33	19.39±4.13	14.61–30.32	21.21±4.95	15.05–35.56
HR (beat.min −1 )	96.07±11.39	77.68–119.00	100.79±12.44	77.37–126.38	111.72±13.89	92.06–137.23	117.00±17.69	80.67–157.24
CoT (J.kg −1 .m −1 )	3.22±0.34	2.51–4.18	3.59±0.41	2.92–4.60	3.99±0.44	3.34–5.02	4.23±0.53	3.35–5.86
RPE	2.65±0.99	1–5	2.95±1.28	1–6	5.45±1.32	2–7	5.30±1.13	3–7
Speed (m.s −1 )	1.60±0.18	1.31–2.05	1.55±0.20	1.12–1.96	1.60±0.21	1.31–2.06	1.62±0.23	1.32–2.07

W=walking without trekking poles and without load; WP=walking with trekking poles but without load; W L =walking without trekking poles but with load; W PL =walking with trekking poles and with load.

Table 2 Mean difference (MD) and confidence interval of difference (CI 95%) in comparisons of exercise conditions: for oxygen uptake (VO 2 ), heart rate (HR), cost of transport (CoT), rate of perceived exertion (RPE) and walking speed (n=20).

	Exercise condition
	W vs W P		W vs W L		W vs W PL		W P vs W L		W P vs W PL		W L vs W PL
	MD	CI 95%	MD	CI 95%	MD	CI 95%	MD	CI 95%	MD	CI 95%	MD	CI 95%
VO 2 (ml.kg −1 .min −1 )	−0.93	−2.01 to 0.15	−4.06**	−6.02 to −2.09	−5.87**	−8.62 to −3.12	−3.13**	−5.63 to −0.62	−4.94**	−8.21 to −1.67	−1.81**	−3.15 to −0.48
HR (beat.min −1 )	−4.72*	−9.17 to −0.28	−15.66**	−24.69 to −6.62	–20.94**	−30.97 to −10.9	−10.93*	−20.54 to −1.33	−16.21**	−26.92 to −5.51	−5.28	−13.92 to 3.37
CoT (J.kg −1 .m −1 )	−0.36**	−0.41 to −0.19	−0.83**	−1.25 to −0.41	−0.41**	−1.25 to −0.83	−0.39**	−0.83 to −0.08	−0.83**	−0.83 to −0.29	−0.24	−0.41 to 0.02
RPE	−0.30	−0.73 to 0.13	2.80**	−3.72 to −1.88	−2.65**	−3.46 to −1.84	−2.50**	−3.44 to −1.56	−2.35**	−3.44 to −1.56	0.15	−0.43 to 0.73
Speed (m.s −1 )	0.05*	0.01 to 0.1	−0.01	−0.13 to 0.11	0.03	−0.16 to 0.11	0.06	−0.18 to 0.06	−0.08	−0.21 to 0.05	−0.02	−0.07 to 0.03

W=walking without trekking poles and without load; W P =walking with trekking poles but without load; W L =walking without trekking poles but with load; W PL =walking with trekking poles and with load. * p ≤0.05; **  p ≤0.01.

Several significant differences in VO 2 , CoT and HR were observed between the different exercise conditions. Exceptions were verified for VO 2 and CoT in the W vs . W P comparison and for HR in the W L vs . W LP comparison. The RPE was not affected by the use of poles but was altered when load carriage was present. The use of poles reduced the walking speed without extra load.

The interaction of pole use and load carriage presented a significant effect on the metabolic cost (F=2563.19; µ 2 =0.993; p<0.000).

Discussion

The present study investigated the effects of the use of trekking poles and/or load carriage in EE and RPE while walking on field tracks. Significant differences in HR and walking speed were found ( p ≤0.05) in the comparisons between walking with vs. without poles. Moreover, the use of poles significantly increased EE (as expressed by VO 2 ) and CoT ( p ≤0.01), whereas no differences were observed in HR, RPE and walking speed between walking with or without poles when carrying a backpack load.

Walking with a backpack load

In the present study, walking speed did not vary with the backpack load. This fact may be justified by the fact that the speed at which walking efficiency is maximum is the same with or without load primarily due to the pendular mechanism 2 15 16 . Additionally, the biomechanical factors of walking may not change significantly with load 7 . Some 1 2 state that while walking long distances at speeds that are economically comfortable (self-selected), the loads around ¼ of body mass seem appropriate. Therefore, the results of the present study do support those statements.

It has also been suggested that load carriage influences EE, but it does not influence the optimum walking speed 13 . Our study supports such an assumption, because we have observed a significant increase in EE without changes in speed. Others agree that subjects hardly ever choose ideal economical speeds 2 .

Our results make evident the effects of carrying an additional load, as demonstrated by a significant increase in VO 2 , CoT, HR and RPE, which confirms previous results 1 2 22 . However, in the present study, with an addition of 25% of body weight, changes on VO 2 , HR and RPE were smaller than those verified during treadmill walking 3 . It is possible that the unusual motor pattern of walking on the treadmill can explain discrepancies between treadmill and field data.

Walking with trekking poles

Some studies refer to an increase in walking speed with the use of trekking poles 19 26 31 . Others have previously described similar walking speeds with and without poles 6 . On the contrary, in the present study we verified a decrease in speed when poles were used without additional load. The inexperience of the subjects could have contributed to the decrease of the speed with the use of trekking poles 23 .

In the present study, the use of trekking poles during walking did not cause changes in VO 2 and in EE . These results confirm previous data 14 21 25 . The fact that EE has not presented significant differences could be explained by a possible increase in walking efficiency provided by the use of poles 28 . In contrast, Porcari et al. 31 Sklar et al 34 and Church et al. 6 report increases in VO 2 , EE and HR when comparing non-pole with pole walking. Although the results herein showed that poles did not significantly influence VO2 and EE, when EE was expressed normalized to body mass and distance, there were significant differences.

It is possible that the use of trekking poles with a large amplitude of arm movements may induce increases in EE 31 despite this is more likely to occur at low speeds (<1.4 m.s −1 ). The self-selected speeds of our subjects on level ground when using trekking poles were lower than those in the aforementioned studies. Moreover, Jacobson et al. 23 observed that the use of trekking poles at a grade of 0% did not cause a transfer of forces from the lower to upper limbs, a fact that could also justify the lack of change of CoT that we observed. Therefore, if the use of trekking poles is performed without large amplitude of arm movements, it will eventually influence solely the HR, as verified in the present study. Controversial results regarding the EE changes with the use of poles may be explained by differences in the exercise protocols among studies.

In the present study, RPE showed no significant differences between W and W P . Others previously reported no differences in RPE comparing walking with and without poles 6 15 34 . However, our results are at odds with those that observed a decrease in RPE with the use of trekking poles 10 24 31 . Most of the studies that report a decrease in RPE with the use of poles were performed in the laboratory 25 26 31 . Therefore, we may conclude that the effect of using trekking poles on RPE seems more likely to occur on the treadmill.

Walking with backpack load and with trekking poles

In this study, we verified that the use of trekking poles did not induce significant changes in speed, although there was a trend to increase average speed when using a backpack load. It was suggested that trekking poles allow subjects to have better walking posture and mechanical efficiency when walking with an additional load, thereby reducing the CoT 19 26 .

Although the load carriage increased VO 2 and EE (J.min −1 ), there were no significant differences between trials (with vs. without trekking poles) during load carriage when data was normalized to body weight and distance (CoT=J.kg −1 .m −1 ). The current normalized data suggest that when the poles are used without excessive movements during load carriage, no additional energy expenditure occurs on level ground despite the added weight of the poles.

Wenos et al. 14 did not find significant differences in EE with or without poles. However, a higher HR was described in that same study for the pole walking condition. In contrast, the results in the present study indicate a higher EE with the use of poles during backpack load walking (MD –0.24; CI 95% –0.41 to 0.02), though with no differences in HR. The interaction between the load carriage and the use of trekking poles during the stance phase and the swing phase can also influence walking between subjects.

The values of RPE that were registered in the present study with or without poles during backpack walking presented no differences. In contrast, others have concluded that the use of trekking poles when walking with additional load was able to cause a decrease in RPE 21 24 . Jacobson et al. 25 state that the decrease in RPE is due to better stability provided by trekking poles and that the decrease is more evident on ground with a positive grade. Therefore, the positive effect of pole use on RPE could be explained by subjects’ descriptions of greater comfort while carrying an additional load 19 25 . Finally, the unexpected result in the CoT with and without poles and load carriage deserves further studies.

In conclusion, the present study extends the precedent literature on energy expenditure and rate of perceived exertion while walking in a field track in different exercise conditions (with or without backpack and with or without trekking poles). Our results suggest that the use of trekking poles does not influence energy expenditure when walking without an additional load, but it can have an effect during backpack load walking. Moreover, our results indicate that the use of trekking poles may not be helpful to lower the exertion perceived by novice Nordic walkers when walking with an additional load.